Bill Richardson, CIM, CFP

Portfolio Manager
  • Chartered Investment Manager Designation
  • Certified Financial Planner Designation
  • Portfolio Manager of Willoughby Investment Pool Assets>$300 million
  • Graduated McMaster University with a Bachelor of Arts (Hons.) Degree (1990) and York University with Bachelor of Education Degree (1991)
  • 25+ years of experience in the financial services industry
  • President’s Circle at a leading Financial Planning firm from 2003-2014 recognizing the top 2% of 4500 Financial Advisors across the country
  • Ranked #1 in 2004 at that firm
  • Married to wife Suzanne and has a daughter Emily, a son Ryan and a chocolate lab, Artie
  • Midland Rotary Club President 2017-2018
  • Georgian Bay General Hospital Supporter
  • Enjoys boating, snowmobiling, and spending time with family and friends at cottage on Georgian Bay